Purchases and Sales Made in Q1 2024 in Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-5.39K- 43.39% |
$393K - $459K
|
7.04K
$708K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.4K- 2.29% |
$393K - $459K
|
230K
$23.1M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.45K- 9.32% |
$397K - $464K
|
53K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.53K- 0.41% |
$403K - $471K
|
1.33M
$134M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.56K- 12.86% |
$405K - $473K
|
37.7K
$3.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-5.59K- 2.18% |
$407K - $476K
|
250K
$25.2M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.65K- 14.41% |
$412K - $481K
|
33.5K
$3.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.67K- 59.07% |
$413K - $483K
|
3.93K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.8K- 18.69% |
$423K - $494K
|
25.2K
$2.54M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.94K- 5.85% |
$433K - $505K
|
95.5K
$9.6M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.08K- 15.58% |
$443K - $518K
|
32.9K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-6.19K- 17.74% |
$451K - $527K
|
28.7K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-6.23K- 6.15% |
$454K - $531K
|
95.1K
$9.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.29K- 5.53% |
$458K - $535K
|
107K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-6.31K- 10.7% |
$459K - $537K
|
52.6K
$5.29M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.78K- 77.31% |
$494K - $577K
|
1.99K
$200K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-6.83K- 4.71% |
$498K - $581K
|
138K
$13.9M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.04K- 14.39% |
$513K - $599K
|
41.9K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.19K- 43.97% |
$524K - $612K
|
9.16K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-7.2K- 0.65% |
$525K - $613K
|
1.1M
$111M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.33K- 11.13% |
$534K - $624K
|
58.5K
$5.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.4K- 12.39% |
$539K - $630K
|
52.3K
$5.26M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-7.41K- 47.61% |
$540K - $631K
|
8.16K
$820K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-7.49K- 44.59% |
$546K - $637K
|
9.3K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.57K- 11.08% |
$552K - $645K
|
60.8K
$6.11M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.64K- 21.61% |
$557K - $651K
|
27.7K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.79K- 8.55% |
$568K - $663K
|
83.4K
$8.38M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-8.26K- 2.56% |
$602K - $703K
|
315K
$31.6M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8.45K- 4.89% |
$615K - $719K
|
164K
$16.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-8.63K- 2.85% |
$629K - $735K
|
294K
$29.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-8.87K- 6.0% |
$647K - $755K
|
139K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.16K- 77.82% |
$667K - $779K
|
2.61K
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.22K- 4.86% |
$672K - $785K
|
181K
$18.2M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-9.27K- 23.22% |
$676K - $789K
|
30.7K
$3.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.31K- 4.19% |
$678K - $793K
|
213K
$21.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.61K- 1.21% |
$700K - $818K
|
787K
$79.1M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-9.77K- 8.55% |
$712K - $832K
|
104K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-9.84K- 13.0% |
$717K - $837K
|
65.8K
$6.62M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-10.1K- 12.4% |
$735K - $859K
|
71.3K
$7.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10.3K- 0.96% |
$748K - $874K
|
1.06M
$107M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-10.5K- 14.51% |
$764K - $893K
|
61.8K
$6.21M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.6K- 51.98% |
$773K - $903K
|
9.8K
$985K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-10.7K- 1.81% |
$777K - $908K
|
580K
$58.4M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11.1K- 5.82% |
$809K - $945K
|
179K
$18M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.2K- 16.42% |
$813K - $950K
|
56.8K
$5.71M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-11.2K- 6.66% |
$813K - $950K
|
156K
$15.7M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.3K- 4.25% |
$820K - $958K
|
254K
$25.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.1K- 3.89% |
$885K - $1.03M
|
300K
$30.2M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-12.3K- 40.8% |
$893K - $1.04M
|
17.8K
$1.79M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-12.7K- 5.98% |
$924K - $1.08M
|
199K
$20M
|